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  Public Ticket #3019888
Questions about Employee panel
Closed

Comments

  •  2
    Bert Lecomte started the conversation
    April 7, 2022 at 8:36pm

    Hi,

    I have several questions concerning the Employee panel from Amelia


    1. We want to make some parts/fonctions/tabs in the Employee panel invisible for our employees. We are afraid that they see too much informations of will change things that they aren't allowed to change.

      These things has to be made invisible
    • Events-tab
    • Details-tab: in this panel they can see all locations and change the location. We work with several independent employees. So, they don't work together and we want to avoid that they see the other employees/locations or can change their location.
    • Bookings: the button 'new booking' 
    • Special days: when the employees add their special days, they also have to select their location. Can we make this location-tab invisible? 

    > how can we do this?


    2. Phone number

    The phone number of a customer is not been showing in the overview of the booking in the Employee panel. However, the client filled their phone number in their booking. Examples in attachment. 


    3. Cancel bookings

    How can employees cancel bookings of clients? Is this possible in the employee panel?

  •  1,733
    Marko replied
    April 11, 2022 at 7:12am

    Hello Bert,

    Thank you for purchasing our product, and for reaching out to us.

    When you have several questions or issues please open a new ticket, and we will help you there. 

    In that way, issues and questions which are related to different subjects will be in separate tickets so other customers or our support agents can find them easily. 

    Our policy is to have one issue or question per ticket because of the reasons that are described already.

    Thank you for understanding.

    1. You set all the options for the employee panel in Amelia/settings/role settings

    7511497609.png

    Here you have the option to assign or exclude employee permissions in the customer panel.

    2. You need to set the phone field to be mandatory for it to appear in the appointment data.

    5100863242.png

    3. Employees can cancel the appointment from the panel when they click on the edit appointment then they can change the status od the appointment.

    9896826328.png

    If you have any more questions please feel free to open another ticket.

    Kind Regards, 

    Marko Davidovic [email protected]

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